Jim and Tyler discuss Vaughan & Co.'s famous Saver, Lender and Owner speech in terms of the Risk.  Jim explains the different types of Risk involved with different asset classes. 

Jim and Tyler expand upon the debate of Stocks vs. Bonds to include a breakdown of Value vs. Growth. 

Welcome to part four of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler answer "What is the RIGHT investment for me?"

Welcome to part three of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler discuss the battle of Stock vs. Bonds

Welcome back to "Market Minutes", where Jim and Tyler attempt to give you a market summary in under 5 minutes. In this episode, we cover Banks, GDP, and Unemployment. 

Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler answer "What are Mutual Funds, Exchange Traded Funds, and Hedge Funds?"

Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler answer "What is Active vs. Passive investing?"

Jim and Tyler dive into the bank failure of Silicon Valley Bank. In the face of market volatility, they explain the importance of a long-term mindset. In addition, they share some good news regarding the economy. 

 

"A Guide for Widows" is a continuation of both our Estate Planning and Book Recommendation episodes. Jim and Tyler discuss key takeaways from the book  "On Your Own: A Widow's Passage to Emotional and Financial Well-Being" by Alexandra Armstrong and Mary Donahue.